Account & troubleshooting

Know what needs attention

Reviewed: 2026-10-15

Use Today and Guardian to decide your next step.

Step-by-step guide

1. Review due tasks, unpaid invoices and birthdays saved on client profiles.
2. Ask for overdue balances, a full brief or monthly, quarterly and yearly revenue trends.
3. Open the linked source record and verify the dates and amounts before acting.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.